Filed July 6, 2022
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Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,043 | $77,707-72.9% | $70,160-70.0% | $139,487-84.9% |
| Participation rate | 0.0% | 83.1%-83.1pp | 78.8%-78.8pp | 80.3%-80.3pp |
| Annual return | 5.08% | 19.30%-14.2pp | 19.08%-14.0pp | 373.84%-368.8pp |
| Employer contribution / active EE | $0 | $4,986-100.0% | $4,285-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $0 | $6,443-100.0% | $5,394-100.0% | $6,713-100.0% |
| Admin fee / account holder | $6 | $5,397-99.9% | $4,582-99.9% | $11,407-100.0% |